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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Toth Financial Advisory
Leesburg,
Virginia
| USD 299 M | +USD 1.17 M | +0.4% | 0.17% | 90.4% | 127 | 14.96% | 1.6 |
|
| 2402 |
2402
Meritech Capital Associates III
Palo Alto,
California
| USD 299 M | +USD 65.1 M | +28% | 7.9% | 135% | 7 | 42.86% | 1.6 |
|
| 2403 |
VAM
2403
Visionary Asset Management
Houston,
Texas
| USD 299 M | -USD 19.1 M | -6% | 1.26% | 31.9% | 123 | 26.02% | 0.9 |
|
| 2404 |
2404
Pictet Bank & Trust
Nassau,
Bahamas
| USD 299 M | +USD 37.2 M | +14% | 0.85% | 82.7% | 92 | 20.65% | 1.1 |
|
| 2405 |
2405
CenturyLink Investment Management
Denver,
Colorado
| USD 299 M | -USD 4.24 M | -1% | 0.71% | – | 320 | 23.75% | 1.2 |
|
| 2406 |
2406
Baker Ellis Asset Management
Vancouver,
Washington
| USD 298 M | -USD 16.8 M | -5% | 2.1% | 91.9% | 260 | 3.85% | 1.6 |
|
| 2407 |
2407
Savant Capital
Rockford,
Illinois
| USD 297 M | +USD 14.8 M | +5% | 0.89% | 61.2% | 219 | 8.68% | 1.6 |
|
| 2408 |
2408
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 297 M | +USD 3.41 M | +1% | 2.42% | 183% | 84 | 3.57% | 1.8 |
|
| 2409 |
2409
Samsung Asset Management (New York)
New York
| USD 297 M | -USD 4.01 M | -1% | 0.84% | 37.6% | 85 | 25.88% | 1.4 |
|
| 2410 |
2410
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| USD 296 M | +USD 117 M | +65% | 0.44% | 58.1% | 179 | 96.65% | 0 |
|
| 2411 |
EMR
2411
Errol M. Rudman
| USD 296 M | +USD 7.52 M | +3% | 6.11% | 60.5% | 45 | 6.67% | 1.2 |
|
| 2412 |
FBP
2412
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 296 M | +USD 6.3 M | +2% | 0.32% | 44.4% | 77 | 5.19% | 1.8 |
|
| 2413 |
2413
Falcon Point Capital
San Francisco,
California
| USD 296 M | +USD 167 M | +130% | 0.56% | 119% | 128 | 17.97% | 1.1 |
|
| 2414 |
RRC
2414
Red Rocks Capital
Denver,
Colorado
| USD 296 M | -USD 82.2 M | -22% | 1.56% | – | 19 | 0% | 1 |
|
| 2415 |
2415
Harvey Capital Management
Palm Beach,
Florida
| USD 296 M | +USD 23.5 M | +9% | 5.22% | 147% | 94 | 19.15% | 1.2 |
|
| 2416 |
2416
Jackson Wealth Management
Lake Mary,
Florida
| USD 296 M | -USD 14.9 M | -5% | 1% | 72.1% | 128 | 28.13% | 0.4 |
|
| 2417 |
OFM
2417
Okumus Fund Management
Grand Cayman,
Cayman Islands
| USD 295 M | -USD 162 M | -35% | 20.9% | 8.26% | 12 | 50% | 0.8 |
|
| 2418 |
2418
Coliseum Capital Management
Rowayton,
Connecticut
| USD 295 M | -USD 36.9 M | -11% | 3.1% | 41.1% | 8 | 0% | 1.3 |
|
| 2419 |
2419
Monroe Bank & Trust
Monroe,
Michigan
| USD 295 M | +USD 5.19 M | +2% | 0.96% | 24.7% | 333 | 9.01% | 1 |
|
| 2420 |
CDIA
2420
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 294 M | -USD 8.35 M | -3% | 0.46% | 7.53% | 79 | 26.58% | 1.8 |
|
| 2421 |
2421
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 294 M | +USD 673 k | +0.2% | 0.39% | 58.2% | 230 | 36.09% | 1.3 |
|
| 2422 |
2422
Canal Insurance Company
Greenville,
South Carolina
| USD 294 M | -USD 2.59 M | -0.9% | 1.24% | 114% | 92 | 11.96% | 1.7 |
|
| 2423 |
2423
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 294 M | -USD 10.4 M | -3% | 1.19% | 33.7% | 99 | 6.06% | 1.8 |
|
| 2424 |
2424
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 294 M | +USD 21.9 M | +8% | 2.67% | 47.7% | 11 | 0% | 1.7 |
|
| 2425 |
2425
Dragoneer Investment Group
San Francisco,
California
| USD 294 M | +USD 77.4 M | +36% | 4.09% | 77.3% | 18 | 61.11% | 0.2 |
|